Explore the current state of the Japanese market and its future potential with Richard Kaye, co-manager of the Comgest Growth Japan fund, who discusses how recent currency volatility is shaping investor sentiment and what lies ahead for Japan's economy. We highlight the undervalued opportunities that exist within Japan, including hidden gems in sectors like technology and renewable energy. The episode also touches on corporate reforms, foreign investment, and the role of domestic investors in Japan's evolving landscape. With a fresh perspective on growth opportunities and market dynamics, this episode offers a comprehensive look at why Japan may be the market to watch.

What’s covered in this episode: 

• Why Japan has been making headlines
• More volatility to come?
• Why investors need to wake up and smell the coffee
• Looking for “biggest growth at the lowest price”
• Have growth companies seen a de-rating?
• The company benefiting from renewables and airline traffic
• “Cosmetic” versus “real” reform in Japan 
• What Japan has to offer to investors 

More about the fund: 

Comgest Growth Japan is a concentrated portfolio of only 30-40 high quality long-term growth companies that are either head-quartered, or carrying out their predominant activities, in Japan. Each holding has been bought with a three to five-year outlook. The managers believe that Japan is full of under-researched companies with great capital discipline, barriers to entry and growth. Their mission is to find them.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.